See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,770 | $63,764-11.0% | $81,930-30.7% | $79,858-28.9% |
| Participation rate | 56.4% | 67.5%-11.1pp | 72.0%-15.6pp | 69.6%-13.2pp |
| Annual return | 4.24% | 22.66%-18.4pp | 29.49%-25.2pp | 31.71%-27.5pp |
| Employer contribution / active EE | $133 | $1,795-92.6% | $4,310-96.9% | $2,471-94.6% |
| Participant deferral / active EE | $2,561 | $2,780-7.9% | $7,107-64.0% | $3,740-31.5% |
| Admin fee / account holder | $3,419 | $4,426-22.7% | $5,158-33.7% | $5,306-35.6% |